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Level 1
September 29, 2025
Solved

What-If form

  • September 29, 2025
  • 1 reply
  • 3 views

Can I use the what-if form to see effect of rolling IRA funds into a Roth?

    Best answer by VolvoGirl

    Sure.   Is it all pre-tax?  Just enter it as IRA income.

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Level 15
    September 29, 2025

    Sure.   Is it all pre-tax?  Just enter it as IRA income.